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Stephanie Khala Watson

Independent Financial Partners

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About Stephanie Khala Watson

Stephanie Khala Watson is a financial advisor with over 10 years of experience in the industry. Stephanie currently works at Independent Financial Partners in Tampa, Florida. Stephanie also has experience with LPL Financial LLC and Primevest Financial Services, Inc. Stephanie's expertise includes financial planning, pension consulting, and portfolio management.

Firm Information

Stephanie Watson is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Stephanie Watson’s Registration & Firm History

FL

10/08/2019 - Present

Independent Financial Partners (TAMPA FL)

CO

03/08/2010 - 11/29/2017

LPL FINANCIAL LLC (GOLDEN CO)

CO

05/14/2008 - 07/29/2009

PRIMEVEST FINANCIAL SERVICES, INC. (FORT COLLINS CO)

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Licenses & Designations

BOTH

Issued 04/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Khala Watson.
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